← All themes Digital Payments & Fintech

Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
826
SSB
Sandy Spring Bank
Maryland
$415K +$292K 2 0.02% Increased
827
Ethic Inc
Ethic Inc
New York
$413K -$50.5K 1 0.04% Reduced
828
Harvest Fund Management
Harvest Fund Management
China
$413K $0 3 0.09% Maintained
829
ALAM
Asahi Life Asset Management
Japan
$409K +$223K 1 0.06% Increased
830
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$403K $0 1 0.02% Maintained
831
Gotham Asset Management
Gotham Asset Management
New York
$400K +$45K 1 0.02% Increased
832
Clearstead Advisors
Clearstead Advisors
Ohio
$399K +$25.1K 3 0.03% Increased
833
Donaldson Capital Management
Donaldson Capital Management
Indiana
$399K $0 1 0.02% Maintained
834
GC
Garde Capital
Washington
$397K -$100K 1 0.04% Reduced
835
RIM
Redpoint Investment Management
Australia
$396K +$73.1K 1 0.03% Increased
836
I
INVST
Indiana
$391K +$24.5K 1 0.06% Increased
837
Spire Wealth Management
Spire Wealth Management
Virginia
$391K +$39K 2 0.01% Increased
838
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$388K +$155K 1 0.01% Increased
839
GTCM
Gyon Technologies Capital Management
New Jersey
$383K -$114K 1 0.1% Reduced
840
JC
JBF Capital
Colorado
$383K $0 1 0.08% Maintained
841
BIM
Bridgecreek Investment Management
Oklahoma
$373K +$368K 1 0.05% New
842
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$372K +$51.7K 1 0.02% Increased
843
FTDI
First Trust Direct Indexing
Massachusetts
$370K -$5.22K 1 0.05% Reduced
844
CH
Canton Hathaway
Rhode Island
$367K +$350K 1 0.11% New
845
Advisory Services Network
Advisory Services Network
Georgia
$365K -$175K 1 0.01% Reduced
846
BCM
BlueMar Capital Management
Florida
$363K +$1.58K 1 0.09% Increased
847
CFA
Carroll Financial Associates
North Carolina
$363K +$188K 2 0.02% Increased
848
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$356K $0 1 0.02% Maintained
849
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$356K -$19.8K 1 0.01% Reduced
850
Independent Financial Group
Independent Financial Group
California
$352K +$182K 1 0.04% Increased